SpaceX guides Q4 capex to $35-40B, nearly double estimates
SpaceX guided Q4 capex to $35-40B, nearly double analyst estimates of $18-19B, with Musk saying compute will exceed 2.5G by end of 2026; surging capex and debt remain the biggest concerns.
2026-10-21 ~ 2026-10-21 · 2 related posts
- Episode 1: SpaceX Q3 smashes expectations as AI revenue soars 830% and turns profitable(2026-10-21, 8 posts)
- Episode 2: SpaceX guides Q4 capex to $35-40B, nearly double estimates(2026-10-21, 2 posts)
- SpaceX earnings: compute buildout beats expectations, capex and debt remain the big risk — JOBhakdi · 2026-10-21
- SpaceX guides $35-40B Q4 capex, doubles sell-side estimates; 10 GW compute in 2027 — sudoraohacker · 2026-10-21